Evan
Jones
Scharf Investments, LLC
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About this Advisor
Evan Jones is a financial advisor based in Los Gatos, California, working with Scharf Investments, LLC. Evan has previously held positions at Bny Mellon, Scharf Investments, Parallel Advisors, LLC, and Td Ameritrade, Inc. Evan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Evan is part of Scharf Investments, LLC, which operates out of Los Gatos, California. The firm has 1 office and 23 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Scharf Investments, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Scharf Investments, LLC Brokerage Details
$4,540,586,379
23
1,603
$2,832,555
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Evan Jones Work History
Parallel Advisors, LLC
Scharf Investments
Bny Mellon
Td Ameritrade, Inc
Disclosures
Please visit the SEC profile of Evan Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scharf Investments, LLC
Los Gatos, CA
Jacksonville, FL
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
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